Massachusetts · Private foundation
Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $410k
- Granted FY2025(still arriving)
- 2
- Grants FY2025
- 2
- Organizations funded FY2024
- 0%
- First-time grantees FY2024
Read this first · the figures below need context
98% of Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07’s FY2025 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 1 organization directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2025
- $400,000
- Largest grant, FY2025
- $400,000
- Organizations funded a year
- 1 to 4
- FY2018 to FY2024
- States reached, FY2025
- 2
- Total assets, FY2025
- $106k
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 0% of the organizations Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 1 | $10k | 0% |
| FY2024 | 2 | $26k | 0% |
| FY2023 | 1 | $17k | 0% |
| FY2022 | 2 | $36k | 0% |
| FY2021 | 3 | $36k | 33% |
| FY2020 | 2 | $22k | 0% |
| FY2019 | 2 | $16k | 0% |
| FY2018 | 4 | $38k | 50% |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.
Top grantees
Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Washington Art Association Incorporated | $71,500 | 9 | 2% |
| Children's Hospital Corporation | $10,000 | 1 | 0% |
| Steep Rock Association Inc | $5,000 | 1 | 0% |
| Innercity Weightlifting Inc | $5,000 | 1 | 0% |
Plus 1 recipient with no EIN on record ($141k), not named here.
Compare Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 with peer funders
About Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07
- How much does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 give?
- Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 reported 2 grants totaling $410,000 in its FY2025 IRS filing. It funded between 1 and 4 organizations a year over FY2018 to FY2024.
- What does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 fund?
- By grant dollars over FY2017 to FY2025, its largest causes are Philanthropy (63%), Health (24%), Arts & Culture (11%).
- Who are Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07's largest grantees?
- By total granted over FY2017 to FY2025: Washington Art Association Incorporated ($72k), Children's Hospital Corporation ($10k), Steep Rock Association Inc ($5k).
- Does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 fund new organizations?
- In FY2024, 0% of the organizations it funded were first-time grantees.
- Does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Where is Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 based?
- Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 is based in MA.
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